Posted 14 days ago
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**Vice President, DCIO Sales (New England & Upstate NY Territory)** - Drive sales and growth for Fidelity's retirement business, working closely with retirement specialists, advisors, and recordkeepers. Must have a bachelor's degree, Series 7 and 63 licenses, and 5+ years of sales experience in financial services. Excellent communication, negotiation, and presentation skills are essential. This role offers a competitive salary range of $65,000-210,000 USD and comprehensive benefits.
- Compensation
- $65,000 – $210,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Fidelity Investments helps hundreds of Financial Advisors and Institutions with complex and difficult decisions they make on behalf of their customers. As Vice President, DCIO Sales you will provide our clients (Retirement Specialist Advisors/Consultants and Record Keepers) with clarity and confidence regarding investment solutions for their end clients. We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background.
As a Vice President, DCIO Sales your primary responsibility will be supporting and driving sales through Retirement Specialist Advisors/Consultants and Recordkeepers in your territory. You will work daily to help provide valuable market and retirement insights, and investment product solutions to retirement specialist advisors and their firms. In your role you will be an important part of the Fidelity Institutional distribution team and will be responsible for driving new business, retaining assets and growing market share.
The Expertise and Skills You Bring
- Bachelors Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- Passion for the financial or investment management industry
- 5 years of field sales experience, working within Financial Services Industry highly preferred
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
- Ability to represent multiple investment product offerings
- Excellent interpersonal skills that translate into a positive client experience
- Passion for sales and the ability to uncover and qualify new opportunities
- Commitment to constant self-improvement and exhibit a competitive drive
- Ability to thrive in our fast paced environment and enjoy being part of a strong team
- High aptitude to learn new things quickly and adapt to new situations
- Effective consultative sales and presentation skills
- Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
- Collaborating with Internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.
The Team
The DCIO Sales team is a results-oriented organization focused on growing Fidelity's retirement business through strategic partnerships with retirement specialist advisors, consultants, and recordkeepers. Team members combine deep industry knowledge, strong relationship management skills, and a consultative sales approach to identify opportunities, retain assets, and drive market share growth. Collaboration, client focus, and a commitment to excellence are at the core of how the team serves the marketplace.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
SalesApply
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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